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Lizzu Castaneda-Dulyx

Strategic Advisers LLC

Midlothian, VA

Midlothian, VA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-21
TX RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2025-10-21
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Midlothian, VA • United States

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Insurance Company Minneapolis MN 06/2014 05/2019
Mml Investors Services, Llc Minneapolis MN 07/2014 01/2019
Fidelity Brokerage Services Llc Oakdale MN 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 05/2019
    Massmutual Insurance Company
    Minneapolis, MN
  • 07/2014 → 01/2019
    Mml Investors Services, Llc
    Minneapolis, MN
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Oakdale, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-09-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Edina, MN
  • 2015-12-28 → 2019-01-29
    Mml Investors Services, Llc
    Minneapolis, MN
Other Businesses

OBA-130517|OrgNmn:The If Only Club|Org Addr:Midlothian,Virginia,US|OBA Nature:digital sales and marketing|Invst Rel:N|Title:Sole Proprietor|Duties:I oversee content creation and branded merchandise sales for the brand.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-04
S63 Uniform Securities Agent State Law Examination 2014-07-25
  • S65 Uniform Investment Adviser Law Examination
    2015-11-04
  • S63 Uniform Securities Agent State Law Examination
    2014-07-25
Other Names
  • Lizzu Castaneda Nasiedlak
  • Lizzu Castaneda
  • Lizzu Castaneda
  • Lizzu Castaneda Nasiedlak
  • Lizzu Marie Castaneda

View on SEC IAPD

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